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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Configure a new transmittal setup and navigate the Modify Transmittal Setup dialog.
Type:
Tutorial
Length:
4 min.
Transcript
00:04
Let's talk about transmittal setups. I'll click on that button.
00:07
Now, your transmittal setups are the key to how your transmittal will be created.
00:11
The idea is
00:12
to make it once for a situation and save it for future use.
00:16
You might have set ups based on clients project types or whatever.
00:20
Select the one that you want
00:22
and you're good to go
00:23
from here. You can make a new one, rename, modify or delete a setup.
00:28
Let's create a new one and go through the settings together,
00:31
click on new and give it a name. I'll call mine Autocad skills.
00:36
If you already have more than one, you can select one to use as a starting point
00:40
and then click continue.
00:41
Now we're in the modify transmittal setup dialogue.
00:45
The upper left is where you specify the type and location.
00:49
You can either create a zip file or a set of files and folders.
00:52
For this example, let's create a zip file
00:55
below. That is a pull down to specify the file format.
00:58
You can go all the way back to the 2000 format.
01:02
I know a lot of people who use this option as
01:04
a means to batch convert files to a different format.
01:07
We'll stick with the current format, which is 2018
01:10
below. That is a check box for annotative fidelity.
01:13
If you're not going past 2007 or prior, this won't be an issue.
01:18
But if you are
01:19
and you want your annotative objects to look correct, make sure it's checked,
01:23
then you'll specify where you want to write your transmittal file.
01:27
I will default to the folder that your original file is in.
01:30
I'll click the ellipsis box to verify. We
01:33
want it to go into that same folder as floor plan sample.
01:36
Make sure it's going to the folder you want.
01:39
Finally, you can set the file name to prompt you when the creation begins
01:43
to override if necessary
01:45
or to increment file names. If necessary,
01:48
I'll choose the latter.
01:49
Notice the name field will fill in with the file name and the setup name.
01:53
You can change it here. If you like
01:55
also, this option will be grayed out if you previously chose to make a set of files.
02:00
Next in the lower left are your three pathing options.
02:04
You can use an organized folder structure
02:06
if you're using relative paths for your references.
02:09
This is a good choice as you'll also choose a root folder.
02:12
What's a root folder?
02:14
Let's consider this fictional project.
02:17
All of your files and references are under the C ad folder in your project.
02:21
This will probably also be your root folder.
02:24
The folder structure that the transmitter creates starts there and then
02:27
duplicates the folder structure below it
02:29
allowing all references to resolve properly
02:32
back to the setup options. Now,
02:35
the middle pathing option is to place all files in one folder.
02:39
Now, why do this
02:40
one good reason is to ensure every reference always resolves as AUTOCAD always
02:45
looks in the current files folder for references before it follows a path
02:49
or
02:50
you can choose to keep files and folders as they are.
02:53
Do you use full paths instead of relative? This option may be your best bet
02:57
we're going to use the first option.
02:59
So let's make sure that the root folder is the same as your datasets folder.
03:03
Moving on
03:05
in the upper right. There are some actions
03:07
you can have the transmittal, open your email client and send an email.
03:10
You can set the default plotter to none.
03:12
If your transmittal stays in house,
03:15
you really don't need to select this.
03:16
But if it's going to someone else, it's considered good form to specify it
03:20
so that they won't get the annoying plot device, not found warnings,
03:24
you can also bind X refs to either a bind or an insert.
03:28
Finally, you can purge your files as you go again. This is commonly checked.
03:32
It's a good way to reduce file size.
03:35
Let's check both set plotter to none and purge for our transmittal.
03:39
Finally, in the lower right are some things to include.
03:43
The middle three are checked by default,
03:45
they are textures, data link files and photometric web files.
03:49
I like to include fonts as you never know
03:51
what fonts an outside agency will or won't have.
03:54
So let's check that
03:55
the final option is unloaded file references. I'll check that as well.
04:00
You also have the opportunity to add a description.
04:03
This is a good place to note things like the file format version, package,
04:07
type fonts, X
04:08
refs and so on. For our example, I'll just leave it blank.
04:12
We're done with our settings.
04:13
So click, OK to exit the settings box and then close to exit the setups box.
Video transcript
00:04
Let's talk about transmittal setups. I'll click on that button.
00:07
Now, your transmittal setups are the key to how your transmittal will be created.
00:11
The idea is
00:12
to make it once for a situation and save it for future use.
00:16
You might have set ups based on clients project types or whatever.
00:20
Select the one that you want
00:22
and you're good to go
00:23
from here. You can make a new one, rename, modify or delete a setup.
00:28
Let's create a new one and go through the settings together,
00:31
click on new and give it a name. I'll call mine Autocad skills.
00:36
If you already have more than one, you can select one to use as a starting point
00:40
and then click continue.
00:41
Now we're in the modify transmittal setup dialogue.
00:45
The upper left is where you specify the type and location.
00:49
You can either create a zip file or a set of files and folders.
00:52
For this example, let's create a zip file
00:55
below. That is a pull down to specify the file format.
00:58
You can go all the way back to the 2000 format.
01:02
I know a lot of people who use this option as
01:04
a means to batch convert files to a different format.
01:07
We'll stick with the current format, which is 2018
01:10
below. That is a check box for annotative fidelity.
01:13
If you're not going past 2007 or prior, this won't be an issue.
01:18
But if you are
01:19
and you want your annotative objects to look correct, make sure it's checked,
01:23
then you'll specify where you want to write your transmittal file.
01:27
I will default to the folder that your original file is in.
01:30
I'll click the ellipsis box to verify. We
01:33
want it to go into that same folder as floor plan sample.
01:36
Make sure it's going to the folder you want.
01:39
Finally, you can set the file name to prompt you when the creation begins
01:43
to override if necessary
01:45
or to increment file names. If necessary,
01:48
I'll choose the latter.
01:49
Notice the name field will fill in with the file name and the setup name.
01:53
You can change it here. If you like
01:55
also, this option will be grayed out if you previously chose to make a set of files.
02:00
Next in the lower left are your three pathing options.
02:04
You can use an organized folder structure
02:06
if you're using relative paths for your references.
02:09
This is a good choice as you'll also choose a root folder.
02:12
What's a root folder?
02:14
Let's consider this fictional project.
02:17
All of your files and references are under the C ad folder in your project.
02:21
This will probably also be your root folder.
02:24
The folder structure that the transmitter creates starts there and then
02:27
duplicates the folder structure below it
02:29
allowing all references to resolve properly
02:32
back to the setup options. Now,
02:35
the middle pathing option is to place all files in one folder.
02:39
Now, why do this
02:40
one good reason is to ensure every reference always resolves as AUTOCAD always
02:45
looks in the current files folder for references before it follows a path
02:49
or
02:50
you can choose to keep files and folders as they are.
02:53
Do you use full paths instead of relative? This option may be your best bet
02:57
we're going to use the first option.
02:59
So let's make sure that the root folder is the same as your datasets folder.
03:03
Moving on
03:05
in the upper right. There are some actions
03:07
you can have the transmittal, open your email client and send an email.
03:10
You can set the default plotter to none.
03:12
If your transmittal stays in house,
03:15
you really don't need to select this.
03:16
But if it's going to someone else, it's considered good form to specify it
03:20
so that they won't get the annoying plot device, not found warnings,
03:24
you can also bind X refs to either a bind or an insert.
03:28
Finally, you can purge your files as you go again. This is commonly checked.
03:32
It's a good way to reduce file size.
03:35
Let's check both set plotter to none and purge for our transmittal.
03:39
Finally, in the lower right are some things to include.
03:43
The middle three are checked by default,
03:45
they are textures, data link files and photometric web files.
03:49
I like to include fonts as you never know
03:51
what fonts an outside agency will or won't have.
03:54
So let's check that
03:55
the final option is unloaded file references. I'll check that as well.
04:00
You also have the opportunity to add a description.
04:03
This is a good place to note things like the file format version, package,
04:07
type fonts, X
04:08
refs and so on. For our example, I'll just leave it blank.
04:12
We're done with our settings.
04:13
So click, OK to exit the settings box and then close to exit the setups box.
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